linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark L Jacobson

Lion Street Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark L Jacobson

Mark Jacobson is a financial advisor with over 30 years of experience in the financial services industry. Mark has a wide range of experience, having previously worked at several firms, including Kestra Investment Services, LLC, M Holdings Securities, Inc., and Walnut Street Securities, Inc. Mark holds the Series 7, Series 63, and SIE licenses and is registered in Illinois. He is currently employed at Lion Street Financial, LLC, a firm that provides financial services to individuals and businesses.

Firm Information

Mark Jacobson is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Jacobson’s Registration & Firm History

IL

09/08/2017 - Present

Lion Street Financial, LLC (CHICAGO IL)

IL

01/10/2006 - 06/27/2017

KESTRA INVESTMENT SERVICES, LLC (NORTHBROOK IL)

IL

09/23/2003 - 12/01/2005

M HOLDINGS SECURITIES, INC. (CHICAGO IL)

MA

05/04/1998 - 09/24/2003

WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)

CA

12/09/1996 - 03/22/1998

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MA

03/01/1995 - 11/01/1996

MUTUAL SERVICE CORPORATION (BOSTON MA)

NA

09/30/1987 - 02/07/1995

JMB SECURITIES CORPORATION

NJ

03/23/1988 - 08/21/1989

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NA

11/21/1984 - 10/14/1987

INTEGRATED RESOURCES EQUITY CORPORATION

Not sure if Mark L Jacobson is right for you?

Licenses & Designations

BC

Issued 02/15/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark L Jacobson.
Not sure if Mark L Jacobson is right for you?